2Xideas AG Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$658.1B
Holdings
61
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ICEINTERCONTINENTAL EXCHANGE IN | 317,364 | $54.7B | 8.32% | |
| 2 | FTNTFORTINET INC | 554,669 | $53.4B | 8.11% | |
| 3 | PTCPTC INC | 276,576 | $42.9B | 6.51% | |
| 4 | IQVIQVIA HLDGS INC | 204,237 | $36.0B | 5.47% | |
| 5 | RMERESMED INC | 79,322 | $17.8B | 2.70% | |
| 6 | ADSKAUTODESK INC | 64,105 | $16.8B | 2.55% | |
| 7 | HALOHALOZYME THERAPEUTICS INC | 246,802 | $15.7B | 2.39% | |
| 8 | FERGFERGUSON ENTERPRISES INC | 97,506 | $15.6B | 2.37% | |
| 9 | KNSLKINSALE CAP GROUP INC | 31,420 | $15.3B | 2.32% | |
| 10 | CSGPCOSTAR GROUP INC | 175,629 | $13.9B | 2.11% | |
| 11 | EWEDWARDS LIFESCIENCES CORP | 190,584 | $13.8B | 2.10% | |
| 12 | RYANRYAN SPECIALTY HOLDINGS INC | 180,658 | $13.3B | 2.03% | |
| 13 | ITGARTNER INC | 30,004 | $12.6B | 1.91% | |
| 14 | PLNTPLANET FITNESS INC | 126,382 | $12.2B | 1.86% | |
| 15 | DC4DEXCOM INC | 171,663 | $11.7B | 1.78% | |
| 16 | NYTNEW YORK TIMES CO | 216,861 | $10.8B | 1.63% | |
| 17 | KLACKLA CORP | 14,949 | $10.2B | 1.54% | |
| 18 | DPZDOMINOS PIZZA INC | 21,753 | $10.0B | 1.52% | |
| 19 | EXLSEXLSERVICE HOLDINGS INC | 210,766 | $10.0B | 1.51% | |
| 20 | BLDTOPBUILD CORP | 32,470 | $9.9B | 1.50% | |
| 21 | MSCIMSCI INC | 17,391 | $9.8B | 1.49% | |
| 22 | CSLCARLISLE COS INC | 28,498 | $9.7B | 1.47% | |
| 23 | LPLALPL FINL HLDGS INC | 28,614 | $9.4B | 1.42% | |
| 24 | PKNREVVITY INC | 86,782 | $9.2B | 1.40% | |
| 25 | RLIRLI CORP | 113,177 | $9.1B | 1.38% | |
| 26 | BAMBROOKFIELD ASSET MANAGMT LTD | 186,858 | $9.0B | 1.37% | |
| 27 | ARESARES MANAGEMENT CORPORATION | 61,299 | $9.0B | 1.37% | |
| 28 | AKXANSYS INC | 26,123 | $8.3B | 1.26% | |
| 29 | CCCCCC INTELLIGENT SOLUTIONS HL | 898,811 | $8.1B | 1.23% | |
| 30 | TWTRADEWEB MKTS INC | 54,433 | $8.1B | 1.23% | |
| 31 | NBIXNEUROCRINE BIOSCIENCES INC | 72,509 | $8.0B | 1.22% | |
| 32 | HOLXHOLOGIC INC | 128,046 | $7.9B | 1.20% | |
| 33 | COOCOOPER COS INC | 92,969 | $7.8B | 1.19% | |
| 34 | KEYSKEYSIGHT TECHNOLOGIES INC | 51,135 | $7.7B | 1.16% | |
| 35 | LHLABCORP HOLDINGS INC | 32,480 | $7.6B | 1.15% | |
| 36 | ENQENTEGRIS INC | 81,662 | $7.1B | 1.09% | |
| 37 | INTUINTUIT | 11,334 | $7.0B | 1.06% | |
| 38 | TERTERADYNE INC | 83,979 | $6.9B | 1.05% | |
| 39 | LNTHLANTHEUS HLDGS INC | 70,563 | $6.9B | 1.05% | |
| 40 | FUODOLBY LABORATORIES INC | 85,685 | $6.9B | 1.05% | |
| 41 | WSOWATSCO INC | 13,444 | $6.8B | 1.04% | |
| 42 | WCNWASTE CONNECTIONS INC | 32,740 | $6.4B | 0.97% | |
| 43 | AFWALIGN TECHNOLOGY INC | 39,673 | $6.3B | 0.96% | |
| 44 | GLBEGLOBAL E ONLINE LTD | 166,026 | $5.9B | 0.90% | |
| 45 | MLB1MERCADOLIBRE INC | 3,004 | $5.9B | 0.89% | |
| 46 | ISRGINTUITIVE SURGICAL INC | 11,248 | $5.6B | 0.85% | |
| 47 | CERTCERTARA INC | 538,272 | $5.3B | 0.81% | |
| 48 | AG8AGILENT TECHNOLOGIES INC | 45,351 | $5.3B | 0.81% | |
| 49 | LYVLIVE NATION ENTERTAINMENT IN | 39,227 | $5.1B | 0.78% | |
| 50 | AXPAMERICAN EXPRESS CO | 18,657 | $5.0B | 0.76% | |
| 51 | PAYCPAYCOM SOFTWARE INC | 19,324 | $4.2B | 0.64% | |
| 52 | TECHBIO-TECHNE CORP | 70,761 | $4.1B | 0.63% | |
| 53 | WSCWILLSCOT HLDGS CORP | 139,620 | $3.9B | 0.59% | |
| 54 | POOLPOOL CORP | 11,939 | $3.8B | 0.58% | |
| 55 | FWONALIBERTY MEDIA CORP DEL | 41,817 | $3.8B | 0.57% | |
| 56 | APGAPI GROUP CORP | 103,484 | $3.7B | 0.56% | |
| 57 | RBCRBC BEARINGS INC | 11,059 | $3.6B | 0.54% | |
| 58 | SCISERVICE CORP INTL | 44,238 | $3.5B | 0.54% | |
| 59 | HHYATT HOTELS CORP | 26,886 | $3.3B | 0.50% | |
| 60 | ADIANALOG DEVICES INC | 16,167 | $3.3B | 0.50% | |
| 61 | TYLTYLER TECHNOLOGIES INC | 5,585 | $3.2B | 0.49% |